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Northern TrustCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client servicing and operational execution within institutional trust environments, with a strong focus on trade administration, client communication, and process improvement. Proficient in analyzing client needs and enhancing service efficiency through effective coordination and problem-solving.
Highest-signal resume keywords
Client Servicing ExperienceInstitutional Trust Operations KnowledgeFund Operations ExperienceAnalytical SkillsProblem-Solving Skills
About the role
Key responsibilities & impact- Accurately interpret and execute client cash flow and trades for unregistered Fund and Separately Managed Account products
- Coordinate trade administration for complex investment management clients
- Manage client and partner service requests, execute daily client activity, oversee transaction processing, resolve inquiries, obtain documentation, and maintain current systems information
- Serve as a servicing and technical resource for clients and internal partners on complex issues
- Anticipate and identify client service needs
- Analyze client and departmental objectives to improve servicing and operational execution
- Coordinate client activity execution with servicing teams, clients, and vendors
- Identify service-efficiency enhancements and process improvements
- Monitor trust operations and accounting activities to ensure reports, documents, tickets, and related items are processed
- Communicate regularly with clients regarding trade status and request necessary documentation or information
Requirements
What you’ll need- 3-5 years’ experience in an operational or client servicing background, or within an institutional trust environment
- Knowledge of institutional trust operations and accounting systems
- Experience in fund operations, recordkeeper activity and client-facing operations
- General business knowledge and accounting knowledge, usually acquired through coursework
- Analytical, problem-solving, and organizational skills
- Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future
Benefits
Comp & perks- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
- Flexible and collaborative work culture
- Movement within the organization is encouraged
- Inclusive workplace
- Reasonable accommodation for individuals with health conditions and disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trade AdministrationOperational ExecutionAccounting KnowledgeRecordkeeper ActivityClient-Facing Operations
Soft Skills
Organizational SkillsCommunication Skills
Industry Keywords
Institutional TrustClient Activity ExecutionService Efficiency EnhancementsTransaction ProcessingTrust Operations